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Where in UCI mode can we find the following features that we have available in legacy web client
Thanks
Hi glouser,
1.Associated background processes and real time workflows with an entity record.
Go settings > process.
New Workflows are set to Run in the Background (asynchronous) by default. You can un-check this option when creating a new workflow or to change an existing workflow to a Real-Time workflow, click the "Convert to Real-Time Workflow" button in the Ribbon.
2.Advanced Find
Click button on the Nav Bar.
3.Bulk edit.
Go to view and select records you need and click Edit on the command bar.
https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/posts/how-to-bulk-edit-in-microsoft-dynamics-365-crm
4.Merge records
5.Record sharing
6.Audit History
Enable auditing:
https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing
go any form of one entity, click Related tab and select Audit History
Or Go settings > Auditing
7.Reports
https://docs.microsoft.com/en-us/powerapps/user/work-with-reports
if you can’t find Report From the left navigation pane.
Go Advanced Find to select Report in Look For and view that you need, then click Results button.
In the page, you can new or edit report and other operations.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi with regards to #1, in the legacy web client, you can see all the background processes that ran on the particular record, under related->process sessions.
I don't see that option available in UCI.
You can go Settings > System Job to filter entity to see related process.
For more information, you can refer following link:
https://www.syncratec.com/how-to-find-related-background-processes-in-the-unified-interface/
Hi Partner,
Has the problem been solved? Any updates?
Please click Yes under "Did this answer your question?" to close this thread.
Thanks.
Hello Glouser,
Are you on-premise or online?
Unified Interface on Dynamics 365 Customer Engagement v9.0 on-premise is very limited and has a lot of parity gaps or even issues that have been fixed online.So I'm not surprised that some of these scenarios aren't supported on the Unified Interface version that runs with on-premise v9.0
It's important that to consider that the web client on Dynamics 365 Customer Engagement on-premise is NOT deprecated.This is specifically called out here:https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface#how-does-this-move-impact-on-premises-customer-and-what-will-happen-when-the-web-client-is-deprecated-do-web-client-forms-become-unsupported So the web client will still be supported for them, as long as their on-premise version is supported.Support lifecycle for every product is detailed here: https://support.microsoft.com/en-us/lifecycle/search
In case you would want to use Unified Interface on-premise, I advise to wait for the next version.
Henry
Hello,
For your information, this feature will be coming to Unified Interface shortly, starting to roll out with 9.1.0.25205 - Service Update 252 (it will take multiple weeks to get to each region).
Ok thanks, yes being able to see which process ran on the record is quite useful and we use it for tracing changes to the record.
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